Business Details
35 Years
experience
Your Trusted Partner for Personalized Investment Management Solutions
Horter Investment has been guiding individuals and advisors in investment management for over 30 years. Founded in 1991 by Drew Horter after the 1987 market crash, our firm prioritizes client needs over profit through personalized, risk-managed strategies. Our team of experienced professionals combines midwestern values with modern portfolio diversification techniques to help clients navigate market fluctuations.We emphasize transparency, daily portfolio monitoring, and a client-centric approach that aligns investments with individual life goals. With nationwide reach and localized service, we offer flexible solutions tailored to diverse financial objectives while maintaining our Cincinnati roots.
Services
Tactical Asset Management
Mutual Funds
401k Management
Managed Risk Investing
Portfolio Risk Analysis
Estate Planning
Details
- Year established: 1991
Highlights and features
- We've guided clients through market cycles since 1991 with proven risk management strategies
- Our team brings 75+ years of combined portfolio management expertise
- We offer daily portfolio monitoring and real-time market response capabilities
- We prioritize client goals over industry profits through personalized approaches
- Our fee-based model ensures transparent, customized financial advisory services
Associations and certifications
- SEC-Registered Investment Advisor
Services
Tactical Asset Management
Our tactical asset management approach actively adjusts portfolios to market conditions. We employ real-time monitoring and risk mitigation techniques to protect assets during downturns while capturing growth opportunities. This strategy helps clients maintain financial stability through various economic cycles.
Managed Risk Investing
We design customized portfolios balancing risk and return based on individual goals. Our risk-managed approach combines modern diversification techniques with experienced portfolio management to help preserve capital during market volatility while pursuing growth objectives.
Portfolio Risk Analysis
Our comprehensive risk analysis evaluates portfolio vulnerabilities and client-specific factors. This assessment informs personalized investment strategies that align with clients' financial goals, time horizons, and risk tolerance levels through changing market conditions.
401k Management
We provide specialized guidance for managing self-directed brokerage accounts within 401k plans. Our advisors help clients optimize retirement savings through strategic investment choices and ongoing portfolio adjustments tailored to long-term financial objectives.
Estate Planning
Our estate planning services help clients prepare for future financial needs. We consider tax implications, asset distribution, and long-term care requirements to create comprehensive plans that protect wealth and ensure client wishes are honored.
People
Drew Horter
CEO / Founder
With over 30 years in finance since the 1980s, Drew founded Horter Investment in 1991 after the 1987 market crash. He leads our client-centric approach emphasizing risk management and personal values in investment decisions.
Kevin Hetzer
Director of Operations
Kevin oversees daily operations ensuring smooth service delivery. With extensive experience in financial operations, he maintains our commitment to personalized client support while managing the firm's strategic growth initiatives.
Griffin Horter
Corporate Strategist
Griffin develops strategic initiatives that align with our client-focused philosophy. His expertise in modern portfolio design helps enhance our investment offerings while maintaining our core values of transparency and accountability.
Jessica Adams
Client Relations Specialist
Jessica serves as a key client contact, ensuring exceptional service delivery. Her focus on client satisfaction helps maintain our personalized approach while addressing client needs throughout their investment journey.
Sean McLaughlin
Investment Advisor Representative
Sean provides personalized investment guidance with over a decade of experience. He specializes in creating customized solutions that align with client goals while maintaining our disciplined approach to risk management.
Questions
What is Tactical Asset Management?
Our tactical asset management actively adjusts portfolios to market conditions using real-time monitoring and risk mitigation techniques to protect assets during downturns while capturing growth opportunities.
Where is Horter Investment Management located?
We are headquartered at 11726 Seven Gables Road, Symmes Township, Cincinnati, OH 45249, serving clients nationwide through personalized investment advisory services.
How do you approach investing for people like me?
We create personalized investment plans based on your specific goals, risk tolerance, and time horizon, combining modern diversification techniques with experienced portfolio management.
Can you help with retirement planning?
Yes, we offer comprehensive retirement planning including 401k management, portfolio risk analysis, and estate planning to help you achieve long-term financial security.
What are your investment fees?
We operate as a fee-based advisor with customized pricing determined case-by-case based on the total relationship, ensuring transparent and competitive investment advisory services.
Do you have minimum investment requirements?
We don't set minimums and work with clients at various stages of wealth building, focusing on personalized investment strategies tailored to individual financial goals.
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Reviews (7)
K. Thor
May 05, 2021
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Positive:Professionalism,Responsiveness,Value
I've been working with Horter Investment Management for the last couple of years, and have really grown to appreciate the personal and detailed approach that they take with their business. Aside from that, their ability to adapt to and overcome challenges is nothing short of impressive. Keep up the great work!
I've been working with Horter Investment Management for the last couple of years, and have really grown to appreciate the personal and detailed approach that they take with their business. Aside from that, their ability to adapt to and overcome challenges is nothing short of impressive. Keep up the great work!
Tom Jansing
Apr 22, 2021
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I recently joined Radiant Technology Group, an audio visual solutions provider, as a Business Development Manager, essentially sales. And I even more recently visited one of my inherited accounts (Horter Investments) because of an audio issue in their board room. It was crunch time with a big meeting the next day. We offered to come on-site to assess and help resolve. First was a conference call with Avery, Evelyn, and Sarah. Next was our on-site visit. Because of their trial and error to fix their issue and their frustration, there was every reason to treat us in a frustrated, short, challenging
Matthew Novello
Apr 02, 2021
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Generally I don't feel compelled to leave reviews for businesses or services, however I felt it worth noting what a genuine and positive experience I had working with the team at Horter. It's refreshing to meet a company who values the importance placed on managing one's financial future and the responsibility that comes with it.
Kim Dalton
Mar 26, 2021
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I've had the pleasure of working closely with many of the members at Horter Investment Management. Their friendliness, professionalism and the family feel of the company made me feel right at home. It was refreshing to work with a company that prides itself on its accomplishments and has the desire to see me succeed as well. Highly recommend!
Deb Corey
Mar 25, 2021
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Positive:Professionalism,Responsiveness
Horter Investment Management has done an amazing job with managing funds, providing attentive and quality service, as well as being one step ahead of me for my financial concerns. They are top notch!
Horter Investment Management has done an amazing job with managing funds, providing attentive and quality service, as well as being one step ahead of me for my financial concerns. They are top notch!
Lisa Lickert
Mar 20, 2021
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I met the Horter team at a Dress for Success Cincinnati fundraiser and have had the opportunity to build a business relationship and get to know them over the past 6 months. They are a knowledgeable, caring and fun group. Their office is impressive, and their focus on education for their clients and the community is admirable. I've worked with the financial industry for years and met many advisor firms, and they are top ranking.
Huan Adams
Mar 20, 2021
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Positive:Professionalism
I have had the pleasure of getting to know the executive team of Horter over the last 6 months and I must say that they are absolutely great guys. Caring, personal, fun to be around, and extremely smart. In every conversation, they are always asking me questions about my life which truly lets you know they care.
I have had the pleasure of getting to know the executive team of Horter over the last 6 months and I must say that they are absolutely great guys. Caring, personal, fun to be around, and extremely smart. In every conversation, they are always asking me questions about my life which truly lets you know they care.
